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William Keller Location
Southport, NC, US
William Keller Work
2022 -now Managing Director @
2017 -2022 Regional Chief Investment Officer @
2011 -2022 Regional Investment Manager @ Wells Fargo Private Bank
2008 -2011 Senior Vice President @
2008 -2011 Senior Vice President and Portfolio Mgr @
2001 -2008 Director of Investments @
William Keller Education
Penn State University
Bachelor of Arts (BA) (Economics)
1985-1990
William Keller Skills
Portfolio Management
Investments
Leadership
Management
New Business Development
Investment Strategies
Wealth Management
Asset Allocation
Alternative Investments
Asset Management
Investment Advisory
Mutual Funds
Wealth Management Services
Investment Management
Equities
Fixed Income
High Net Worth Individuals
Wealth
High Net Worth
C++
William Keller Summary
William Keller, based in Southport, NC, US, is currently a Managing Director at Bank of America Private Bank. William Keller brings experience from previous roles at Wells Fargo, Wells Fargo Private Bank, Bank of America and US Trust/Bank of America. William Keller holds a 1985 - 1990 Bachelor of Arts (BA) in Economics @ Penn State University. With a robust skill set that includes Portfolio Management, Investments, Leadership, Management, New Business Development and more. William Keller has 1 emails and 3 mobile phone numbers on RocketReach.
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